Implementing Process for Growth


Who is this for?

  • Busy quicker than you thought?
  • In need of some structure and process?
  • Want to come across as slick and professional to clients?

What’s included?

  • Half day meeting to understand your requirements
  • Review your existing processes
  • Identify improvement ideas and efficiencies

Ongoing help available to:

  • Create a project plan
  • Implement improvement ideas
  • Review and update

Further information?

Interested to see how your dedicated Project Manager will help?

If you need some ongoing help from a dedicated Project Manager:

How your dedicated Operations Manager will help.

Review to include:

Establishing existing processes.

Our signature package, this is where we can do a full deep dive into your existing processes and transform what you do.

We will review your existing processes, this will need to be a face to face meeting, where we have opportunity to ask you questions about your needs.

Followed by a complete a full deep dive, this is important to ensure we fully understand what you have and any additional processes you may need.

Additionally, will confirm at the end of the session, when we will be in touch with our documented findings and suggested improvements.

Reviewing existing processes.

The next stage will be to review what you currently have and research new options.

We will use our expertise of working with businesses to think about what changes will truly transform what you do.

We will also consider new technology and apps, to help support what you do.

Creating improvement ideas.

As part of our thinking for what improvement ideas are needed, we will consider systems and automation.

Ultimately, the benefit being to save you time and where processes touch clients to create professionalism and consistency.

The aim is to ensure your business is slick and can run without the need for you to be there.

Presenting and proposing.

We will document our proposed improvement options for you along with adding the benefits, this will include:

    • ways to streamline your existing processes
    • suggestions on how to mitigate risk

We will also suggest the best options based on our experience.

Contact us today to discuss how we can help you.

Ongoing help available to:

We would look to:

Create a project plan.

Once we have agreed the improvement ideas we will create a high level project plan.

The plan will include deliverables, milestones and activities, the next step is to explore who will be involved and what their responsibilities will be.

We will help you to think about who needs to be involved and what they will be responsible for, it may just be your Virtual Operations Manager and you to begin with.

Its important to make sure that you are realistic about what you can do yourself, as you still need to manage your new business.

Once the project plan is fully complete we will share with you for sign off before starting work.

Implement improvement ideas.

Your dedicated Virtual Operations Manager will be able to manage your project plan and make sure activities are being completed.

We do take a very active role in supporting our business owners to make things happen.

The benefit to you will be that you can have piece of mind that you are making progress and things are on track.

With the experience of a Virtual Operations Manager, they will be able to manage any risks and issues, then you don’t need to worry.

Once implemented your new systems and processes will be tested, these will not be operationalised until they work properly.

Review and update.

We will review the improvement ideas that have been implemented to identify if any adjustments need to be made and keep you updated.

Your Virtual Operations Manager will complete and email a Weekly Update at the end of each week, with the intention of sharing an updated Project Plan & Risks and Issues Log.

We will confirm if activity is on track or at risk of going off track & why, along with flagging issues as part of this process via email.

As the Business Owner this ensure that you have full visibility and control at all times.

“Wendy designed a new flat Dropbox structure, contract templates, a client log and finance tracking system to a high standard. Her technical and organisational skills were strong in bringing structure to our business processes.” Dr Tara Swart – The Unlimited Mind

Need some help with this package?

Even if you’re an established business, we know that you’ll have a lot of questions.

You may find some of the answers that you are looking for in our frequently asked questions. If not, why not contact us to ask us directly.

We’re really approachable and here to help. Don’t be worried that you might be asking an obvious question about starting up your business, in our experience, no question is out of place.

**Note – depending on your geographical location, we may use Skype if meeting face to face is not an option.

Implementing Process for Growth Enquiry

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